Saas

Increase Customers’ Conversions and Sales with Private-Label CRM

Increasing sales and managing customer relationships is usually always a top priority for any organization and customer relationship management (CRM) is one of the most effective ways to achieve this. An effective CRM application should focus as much on post-sales activity as it does to help secure the initial sale.

SaaShr's private-label, or white-label, CRM application provides the means for service providers like you to assist customers with strategically managing their prospective customer queue and ensure maximum efficiency from the sales team. Once a sale is completed, the customer relationship needs to be managed in order to satisfy the customer's needs, and the CRM application ultimately helps you and your customers support, market to, and up-sell clients more effectively.

CRM Application Features

The following is a broad overview of the features available within the application. For a more in-depth look at the features and functionality included, please contact our business development team.

e-Marketing - Easily maintain frequency and consistency of marketing messages when targeting prospective and existing customers. Add a personal touch through editable pre-defined templates that provide each recipient with a positive interaction while limiting additional time and resources. Sales Force Automation - Quickly view and track the status of opportunities in the sales pipeline, individual sales staff performance, and characteristics of the overall sales cycle. Graphic presentations of statistical data take the guessing out of data analysis and decision making. Scheduling Assistant - Scheduling appointments is a breeze with clear weekly and daily calendar views that allow users to include one or many participants, while providing an option to send email notifications to each meeting participant. Additionally, appointments can have a location associated with them and be set as final, tentative, or recurring. Contact Management - Gain the ability to input multiple contacts into the same company then set predefined fields for each company to conduct customizable reporting and filtering of prospective and existing customers. Each member of the sales team can run reports to find out what lead needs to be contacted on a particular day, which prospects are most likely to convert to a customer, what campaigns each contact is a part of, and so on.

Streamline the Support of Existing Customers to Ensure
Higher Retention Rates

Provide quick, reliable, and accurate responses when customers require support. The feedback ticketing system allows for a proficient way to monitor and resolve customer support-related issues. All tied back to a contact’s record, users can check on the status of customer feedback tickets, who is responsible for maintaining each ticket through closure, and a clear view and detailed audit trail of communications for accessing historical records. This information can be compiled and stored in a manner that allows for integration with a self-help knowledge base for customers.


Service provider seeking a solution? Click here to learn more about partnership opportunities with SaaShr, and how your company can start utilizing and reselling the CRM Application.

End-user seeking a solution? To learn more about this application and how it can benefit your business, please click here to locate one of our accredited resellers in your area.